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Southland Equity Partners’s Walt Disney DIS Stock Holding History

Southland Equity Partners’s Portfolio DIS Stock Details DIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$467K Buy
+4,849
New +$494K 0.08% 178
2025
Q3 		– Sell
-1,904
Closed -$236K – 248
2025
Q2 		$236K Buy
+1,904
New +$198K 0.05% 209
2025
Q1 		– Sell
-2,020
Closed -$225K – 232
2024
Q4 		$225K Sell
2,020
-90
-4% -$9.45K 0.05% 204
2024
Q3 		$203K Sell
2,110
-82
-4% -$7.54K 0.05% 215
2024
Q2 		$218K Sell
2,192
-207
-9% -$22.3K 0.06% 195
2024
Q1 		$294K Buy
+2,399
New +$251K 0.08% 161
2022
Q4 		– Sell
-2,125
Closed -$200K – 173
2022
Q3 		$200K Sell
2,125
-326
-13% -$34.9K 0.1% 157
2022
Q2 		$231K Sell
2,451
-645
-21% -$71.6K 0.11% 140
2022
Q1 		$425K Sell
3,096
-93
-3% -$13.4K 0.18% 91
2021
Q4 		$494K Buy
3,189
+109
+4% +$17.6K 0.2% 84
2021
Q3 		$521K Sell
3,080
-137
-4% -$24.4K 0.24% 73
2021
Q2 		$565K Sell
3,217
-71
-2% -$12.8K 0.27% 73
2021
Q1 		$607K Buy
3,288
+452
+16% +$83.4K 0.34% 60
2020
Q4 		$514K Buy
+2,836
New +$407K 0.35% 62

Other funds holding DIS

LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
OP
Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

Southland Equity Partners's DIS Position: Q2 2026 in Review

Southland Equity Partners opened a new position in Walt Disney (DIS) in Q2 2026: 4,849 shares worth $467K. The stake represents 0.08% of the portfolio and ranks #178 among its holdings. This is a return to the name: Southland Equity Partners previously reported a position in DIS as recently as Q2 2025.

Southland Equity Partners first reported a position in DIS in Q4 2020 and has held it in 14 quarters since. The position peaked at $607K in Q1 2021. 492 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Southland Equity Partners held 4,849 shares of Walt Disney worth $467K as of Q2 2026.
  • Walt Disney was a new Southland Equity Partners position in Q2 2026.
  • Walt Disney made up 0.08% of Southland Equity Partners's portfolio in Q2 2026, its #178 holding.
  • Southland Equity Partners first reported a position in Walt Disney in Q4 2020 and has held it in 14 quarters since.
  • Southland Equity Partners's Walt Disney position peaked at $607K in Q1 2021.
  • 492 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.